Estate + Tax Planning Associate Attorney

Estate & Tax Planning Associate Attorney
Portland, Maine
Full-Time | Direct Hire | Onsite
Pay: $120-180K depending on experience

Our client, a well-established single-family office, is seeking an Estate & Tax Planning Associate Attorney to join its team. This is a unique opportunity for an attorney looking to step outside of the traditional law firm environment and gain hands-on exposure to estate planning, tax strategy, trust administration, wealth management, and sophisticated family-office services! The role will work closely with an experienced attorney and tax professional, providing strong mentorship, training, and long-term growth potential.

Deep expertise in every aspect of estate planning is not required. The right candidate will have a strong foundation, an interest in sophisticated wealth planning, and the desire to learn and grow within a collaborative environment! Don’t miss out on this opportunity!

Responsibilities

• Support estate, gift, and income tax planning for high-net-worth individuals, trusts, family investment companies, and private foundations.
• Coordinate estate planning matters with external attorneys, CPAs, and other professional advisors.
• Assist with estate and gift tax return preparation and filing.
• Support trust administration, including accountings, distributions, and compliance with trust documents.
• Participate in client meetings and coordinate follow-up items and documentation.
• Collaborate with internal teams across financial planning, investments, and wealth management.
• Manage multiple matters and deadlines with a high level of accuracy, discretion, and professionalism.

Qualifications

• J.D. from an accredited law school required.
• 2+ years of experience in estate planning, tax, trust administration, accounting, financial planning, or a related field.
• Strong understanding of tax law and/or tax compliance highly valued.
• Familiarity with trusts, wills, gift taxation, probate, and wealth-transfer strategies.
• Maine Bar admission preferred; candidates admitted in another state and in good standing will be considered.
• Strong organizational, communication, analytical, and interpersonal skills.
• High level of professional judgment, discretion, and attention to detail.
• Microsoft Office proficiency required; Excel and QuickBooks experience a plus.

Interested candidates are encouraged to send a Word-format resume directly to Natalie at: NHarrington@naglergroup.com for a confidential conversation!

TNG123

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